Making an Impact: With Wealthbox's continued growth, next year Jy Corbett and Charles Fargo will be taller than the #SchwabImpact conference signage. ...A great event. Thanks, Schwab Advisor Services ??
关于我们
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
- 网站
-
https://www.wealthbox.com
Wealthbox的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- United States
- 类型
- 私人持股
- 创立
- 2014
- 领域
- CRM、WealthTech、SaaS和Fintech
产品
![点击此处查看Wealthbox]()
Wealthbox
客户关系管理 (CRM) 软件
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox’s modern product design offers simplicity in the user experience that’s combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses. Wealthbox is owned by Starburst Labs, Inc.
地点
-
主要
获取路线
US，United States
Wealthbox员工
动态
-
?? New in Wealthbox: Suggested Actions! Users can now make a call or send an email directly from the Workflows or Tasks page. Learn more ?? https://lnkd.in/gQ-M9Pqu
-
-
?? New in Wealthbox: Send-To-Actions for Custom Workflows! Users can now seamlessly integrate industry-leading financial platforms directly into their Wealthbox workflows. Learn more ?? https://lnkd.in/gBFrGgr6
-
-
Game on! Team Wealthbox caught up with bestie partner Chris Candela in San Francisco at Schwab Advisor Services' annual #SchwabImpact conference.
-
-
Wealthbox转发了
!!!!!!!!! Huge!
?? New in Wealthbox: Contact Form Builders for Custom Workflows! Users can now easily create multi-step forms, simplifying processes for both teams and clients. Learn more ?? https://lnkd.in/ggPufbnj
-
-
?? New in Wealthbox: Contact Form Builders for Custom Workflows! Users can now easily create multi-step forms, simplifying processes for both teams and clients. Learn more ?? https://lnkd.in/ggPufbnj
-
-
?? New in Wealthbox: AI for Reports! Users can now create detailed, customized reports in seconds, saving time and effort. Learn more ?? https://lnkd.in/gJdjcPaf
-
-
Wealthbox转发了
Advisors: Sleep tight. Try Wealthbox ?? www.wealthbox.com
-
-
? Starting soon! Join us at 2 PM ET to find out how insanely easy – and fast – it is to switch to Wealthbox. It's not too late to sign up ?? https://lnkd.in/gNEZ3FYW
-